See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,442 | $127,065+82.9% | $113,168+105.4% | $142,382+63.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.87% | 24.03%-14.2pp | 24.27%-14.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,381 | $3,442-30.8% | $2,975-20.0% | $4,299-44.6% |
| Participant deferral / active EE | $9,829 | $5,716+72.0% | $5,107+92.5% | $6,507+51.1% |
| Admin fee / account holder | $5,380 | $15,736-65.8% | $12,068-55.4% | $12,624-57.4% |